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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,670 | $48,337-77.9% | $67,560-84.2% | $80,959-86.8% |
| Participation rate | 69.2% | 66.4%+2.8pp | 72.9%-3.7pp | 67.7%+1.6pp |
| Annual return | 13.93% | 18.26%-4.3pp | 3533.50%-3519.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $298 | $2,023-85.3% | $2,737-89.1% | $2,757-89.2% |
| Participant deferral / active EE | $1,314 | $2,928-55.1% | $4,004-67.2% | $4,300-69.5% |
| Admin fee / account holder | $81 | $3,695-97.8% | $3,994-98.0% | $6,925-98.8% |